Job Description

Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include:

• Supporting / mentoring a team of administrators
• Monitoring and distributing workloads
• Processing new business applications across the key financial products
• Submitting transaction & trade requests including fund switches on and off platform
• the point of contact for any esculated enquiries
• Obtaining illustrations & product literature
• Acquiring client portfolio valuations
• Preparation of annual review packs for client meetings
• Acting as a key point of contact for financial planners & clients
• Liaising with product providers
• Actioning LOAs
• Maintaining an accurate record of the Client’s financial situation

What’s on offer:

• Starting basic salary of up to £32,000
• 25 days holiday
• Flexible working
• Full study support inclusive of training courses
• Structured career progression

Required Knowledge, Skills, and Abilities

Studying towards level 4 diploma (desirable) IFA/ financial planning administration experience (essential) Experience of using Adviser Office (desirable) knowledge of provider platforms Highly organised